Westside Investment Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
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2025
Q1 | $38.3K | Hold |
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|
2024
Q4 | $38.7K | Hold |
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|
2024
Q3 | $39.6K | Hold |
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|
2024
Q2 | $38.6K | Hold |
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|
2024
Q1 | $39.2K | Hold |
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|
2023
Q4 | $39.5K | Hold |
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|
2023
Q3 | $36.5K | Hold |
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|
2023
Q2 | $38.9K | Hold |
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|
2023
Q1 | $39.2K | Hold |
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|
2022
Q4 | $38 | Sell |
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|
2022
Q3 | $152 | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $65 | Hold |
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|
2020
Q3 | $65 | Hold |
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|
2020
Q2 | $64 | Hold |
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|
2020
Q1 | $62 | Buy |
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